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Bullboard - Stock Discussion Forum Cline Mining Corporation T.CMK

TSX:CMK - Post Discussion

Cline Mining Corporation > Cline Mining take over value
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Post by GEEE on Jul 24, 2011 7:26pm

Cline Mining take over value

I see ,I have number 13 anal - a candidate to my tard- anals list here

https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29999349&l=0&pd=0&r=0&msg=3


This one got a lucky number ...who knows?

A 'senior anal" who never in his life lowered himself to post on a BB
suddenly does that ?
I smell desperation here .

Must be really hurting if a 'senior anal' reaches for help of a daytrading retailer on BB. LOL

No more TV spots ?
Isn't this sign of desperation when 'senior anal" goes on BB to pump his losing position ?
To mostly CMK losers , pretending to be happy , with no more powder LOL

Does such desperation arises directly from his 'senior investing model " LOL
= bet ALL he has on just 3 cos ---or get broke ? geeeesus.
Reminds me of our "senior -anal"- GOD investing model.


Is that GEEEEnius asset allocation,a reason why he is no more a 'senior anal"?

Or GOD is pulling another scam like the one " I called CEO'?

Or is it just another form of those spaming sites trying to get people's mail
- to organize a private riding group and sell "members" their ""authoritative analysis " ?

Is that what "senior anals " do after wave of layoffs at hedge funds ?

For the results of " pump by authority " method see below list of dead anals.


https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29999349&l=0&pd=0&r=0&msg=3


===========================

So,what the "senoir anal " has to offer in his analysis?


The last line of defense , last hope - the most primitive form of pump -
a takeover.........geeeeesus
If CMK will go up - a TO because it is "hot"
If CMK will go down a TO because it is "cold" LOOOOL

To show his 'deep knowledge' he throws names of 8 cos which
" COULD swing at CMK".
Sure, everyone COULD swing at everyone else .So what ? are we playing COULDA-WOULDA GAME, in face of total lack of any other fundamentals

Let's take closer look if they WOULD;


1. ANR - digesting for next couple of years huge TO of MEE

2. WLT -digesting for next couple of years huge TO of WTN (debt , dilution
+ $$hundreds of M ,of new capex to execute huge INTERNAL expansion plans)
In addition ,a natural WLT next TO target is PRC- holding the other 1/2 of Belcourt /Saxon
Moreover,WLT signals -it is for sale.
Means ,they shoot themselves in foot with WNT TO ( WTN guys were pretty good BS-ers)
WLT shareholders lost almost $2 billion in three months on management turmoil and disappointing earnings)

3.ACI- digesting huge TO of ICO Has OWN project pipeline
of 15 MINES needing $ billions to get them on line
Total Debt/Equity (mrq): 70%

4.CLF digesting host of TO (TCM ,Australia) One of smallest cap.
TO candidate itself.Main busines - iron ore.
Debt/ equity 61%

5.BTU doesn't bother with sheit like CMK - whole acquisition strategy is in Asia and
Australia . Debt /equity 56%
Digesting lotsa + huge OWN projects.
Compare MC Arthur TO to CMK here
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29958786&l=0&pd=0&r=0&msg=3


6.PCX is losing money for years ,indebted over wazoo- TO target itself
debt-equity 54%

7.CNX focuses on N gas expansion .-chasing shale gas craze
.Latest 2 TO are N.gas cos .
If wil do coal than WLT is the primary target = after that years of digestion.
Highest legacy liabilities $ 4.5 b - post -retirement,reclamation etc.= 25% equity
Total Debt/Equity (mrq): 116% = 141% total liabilities/equity LOOOL

8.CLD- they are proud of being "pure PRB' play and want to stay that way
With market cap $1.2 b and $ 600m debt they are TO target at 1 time P/S.
Total Debt/Equity (mrq): 127%

You "senior anal" need to understand things MUCH DEEPER ,
have MUCH HIGHER KNOWLEDGE than your SHALLOW "senior anal " level LOL
,...to make it here
.
Sorry ,dudes on the boards are not your usual KNOW-NOTHING clients
( thanks to me in big part)
Who just pay you for knowing nothing and reading your "revelations LOOOOL

There is many dudes here, who know much more about this space ,than you ever will


You can produce another casual list of coal cos which WOULD be interested.
I won't pay attention -- this list is enough to conclude how
SHALLOW PUMPER you are -

Our carpenter GOD used to produce better pump pieces.

TO of THE HIGHEST MET COST (wannabe )PRODUCER FOB ON CONTINENT
AND THE LOWEST MET PRICE FOB ???????
SIMPLY ONE OF WORST CHOICES OUT THERE.
LOOOOOOOOOL

They will flatten Appalachia to sea level first - before considering CMK over $ 1.5- $ 2
LOL


IT TOOK WTN 6 Y AFTER STARTUP to be noticed and taken.
IT TOOK ICO 6 -7 Y AFTER STARTUP to be noticed and taken.
Walter Energy has been a takeover candidate for “several years NOW LOL
PRC was waving 'for sale" flag for 1.5 Y " at $ 2 CMK equiv .
No takers .- better coal , a SERIOUS PRODUCER ( NOT A CMK -JOKE)
PRC trading now at $ 1.5 CMK equiv.

Please,, 'senior anal" re-post your post in 2016 LOOOOOL
$ 2 at then- share count 2016 - sure ,equally possible as your pipe dreams

There is LOOOOOONG WAITING LIST of cos which COULD be taken FIRST ,
before anybody even COULD consider CMK


PRC
PCX
WLT
,JRCC
CLD
GCE
CSO
ERD
CLF
CPT
FMC
FT
PAK
RDA
XRG
WHD

Plus plenty of private ones
Most much better TO proposition than CMK ( though some as sheity as CMK)
So, go and post on each of their boards your TO post geeeeeesus
And pump 100% because of that LOLL

So many ready for take-out , so few takers.

BTW primary TO activity is in AU ,Mongolia, Mozambique , China,

Why would one go to the FARTHEST CORNER ON EARTH ( from Asia customer point of view )to get CMK , when there is plenty targets in AU,
-- 300km from shore ? ( vs 2,160 km CMK) ,
-- $ 80/t BETTER /,more expensive coal
-- $ 8 /t shipping to Japan vs CMK $ 25/t and up
--$ 6 /t rail to port vs CMK $ 40 /t and up
--85% clean coal- to- ROM vs CMK 55%?


Why ? because "senior anal" said so LOOOOOL

Seee my next post a story of IDENTICAL- in many ways better as CMK co.
taken over at $ 1.73 CMK equiv
after 5 years of doing same CMK does:

--promising plenty - delivering little.,
multiplying capex , hardly surviving,
diluting and increasing debt .
( but hey they have 1.2 B T resource and a PLAN of 5mt
,and actually producing as much as CMK will in 2012.)

$ 1.73- $ 2 in 2013 ( now TO is not even worth $ 1.3)


More here
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=30005282&l=0&pd=0&r=0&msg=3


https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29979360&l=0&pd=0&r=0&msg=3


https://www.stockhouse.com/Bullboards/MessageDetailThread.aspx?sv=2&p=0&m=29963575&r=0&s=CMK&t=LIST


https://www.stockhouse.com/Bullboards/MessageDetailThread.aspx?sv=2&p=0&m=29953456&r=0&s=CMK&t=LIST


https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=CMK&t=LIST&m=29994086&l=0&pd=0&r=0&msg=3

.
Comment by stockhousepundit on Jul 24, 2011 8:37pm
Geebus, Your last message reads like an encrypted advertisement posted in the companionship classifieds. "Not that there is anything wrong with that."  I just don't think this is the proper forum. really hurtingsenior -anal to pump many  dudesKNOW-NOTHING SHALLOW PUMPER of dead  anals Necrophilia?  That is just twisted.the most primitive form of pumpwill go ...more  
Comment by stockhousepundit on Jul 24, 2011 8:52pm
The lesson here Geeebus, you are not the only one who site quotes out of context and manipulate them to prove a point.My sincerest apologies to anyone I may have offended during this exercise.
Comment by bmeister on Jul 24, 2011 8:56pm
What the fu@k is your problemGeeee,or whatever your handle is!! Buy it or sell it but can't you find some other avenue to spew your senseless dribble.You are on my ignore list.Get a life, please.And get off that stuff you're smoking or snorting,pull your self together or get professional help.Adios Amigo
Comment by GUNSS on Jul 25, 2011 1:01am
What a shame, GEEE actually knows A LOT about the coal sector.  It would be nice to read his analysis without the bashing.  I agree that many, many coal companies are likely takeout candidates.  But, Cline is in Colorado, while some of the other Canadian-listed coal juniors have operations in places like Mongolia, Colombia, Ukraine, S. Africa and Botswana.  Of ...more  
Comment by Mikey48 on Jul 25, 2011 8:04am
Hi GUNNS,I put GEE on ignore over a year ago, he is a confused person who loves colour and only sees the negative side of the picture.The coal being mined at New Elk is a coking coal, as stated in the various reports, it's just not a stand alone coking coal.  This coal has some great characteristics (low sulphur) and some poor (high ash).  Therefore our coal will mostly likely ...more  
Comment by GUNSS on Jul 25, 2011 3:14pm
Thank you.  You are right, it is coking coal and it is to be used as part of a blend.  In the 43-101 report it even states that the coal will need to be part of a blend.  I guess the % discount to premium low-vol might be the question then. If the discount will be 25%, than the mine economics will still work, but the stock is won't be a home run.
Comment by superstar1976 on Jul 25, 2011 3:42pm
It may not be a home run, but it sure is worth more than $2.25/share.
Comment by miner8740 on Jul 26, 2011 8:30am
cmk management maY be looking for bonous for meeting their daily targets,with no revenue, it may come from the share offerringwith high calibre management , the board should give them all they want for their hard earn work generating value for the sh
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